BSW Wealth Partners More: the full row for BSW Wealth Partners 3,646 $1.44M 0.17% +73 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,643 $1.44M 0.02% -100 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,643 $1.44M 0.62% +112 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,640 $1.44M 0.24% +1 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,630 $1.44M <0.01% -72 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,627 $1.44M 0.11% +593 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,619 $1.43M 0.05% +459 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,613 $1.43M 0.81% -706 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,608 $1.43M 1.28% -690 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,604 $1.43M 0.19% +1,033 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,652 $1.43M 0.52% -365 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,600 $1.43M 0.93% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,599 $1.43M 0.06% -921 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,592 $1.42M 0.1% -325 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,574 $1.42M 0.22% 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,581 $1.42M 0.05% +267 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,575 $1.42M 0.07% -33 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,574 $1.42M 0.34% +30 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,570 $1.41M 0.02% 0 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,570 $1.41M 0.38% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,567 $1.41M 0.15% +89 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,564 $1.41M 0.05% +275 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,563 $1.41M 0.08% +266 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,562 $1.41M 0.79% +34 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,546 $1.41M 0.21% +20 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,541 $1.4M 0.13% +2,912 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,535 $1.4M 1.01% -185 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,531 $1.4M 0.44% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,530 $1.4M 0.46% -15 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,523 $1.4M 0.19% -77 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,520 $1.4M 0.45% -105 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,514 $1.39M 1.41% +2,507 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,505 $1.39M 0.24% +1,588 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,502 $1.39M 0.6% -410 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,502 $1.39M 1.37% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,500 $1.39M 0.15% +25 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,500 $1.39M 0.06% -184 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,492 $1.38M 0.37% 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,492 $1.38M 1.42% -107 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,475 $1.38M 0.09% +180 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 2,843 $1.38M 1.35% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,463 $1.37M 0.46% -595 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,455 $1.37M 1.55% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,452 $1.37M 0.09% +43 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,442 $1.36M <0.01% +516 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,440 $1.36M 0.07% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,440 $1.36M 0.71% -30 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,992 $1.36M 0.61% -19 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,423 $1.36M 1.51% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,418 $1.35M 0.06% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,391 $1.34M 0.1% -1,132 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,375 $1.34M 0.13% +535 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,370 $1.34M 0.57% -15 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,360 $1.33M 0.11% -50 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 3,359 $1.33M 1.1% 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,350 $1.33M 0.2% +1 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,350 $1.33M 0.22% new 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 3,346 $1.33M 0.78% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,345 $1.33M 0.17% -480 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,344 $1.33M 0.07% +308 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,341 $1.32M 0.03% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,335 $1.32M 0.25% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,330 $1.32M 0.01% +3,200 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,324 $1.32M 0.8% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,316 $1.31M 0.07% +4 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,314 $1.31M 0.53% -28 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,313 $1.31M 0.28% +5 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,309 $1.31M 0.04% +967 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,309 $1.31M 0.14% +2,706 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,300 $1.31M 0.27% 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,302 $1.31M 0.7% -3,645 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,297 $1.31M 0.72% -20 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,293 $1.31M 0.2% -224 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,290 $1.3M 0.35% -175 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,289 $1.3M 0.91% -288 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,288 $1.3M 0.15% +137 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,275 $1.3M 0.11% -137 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,270 $1.3M 0.16% -14 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,262 $1.29M 1.03% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,255 $1.29M 0.46% +1,256 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,255 $1.29M 0.35% +283 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,239 $1.28M 0.18% -275 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,231 $1.28M 0.92% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,230 $1.28M 0.17% +638 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,229 $1.28M 0.24% -900 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,217 $1.27M 0.69% +847 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,214 $1.27M 0.06% -24 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,203 $1.27M 0.24% -37 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,200 $1.27M 0.27% +144 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,199 $1.27M 0.26% -62 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,197 $1.27M 0.88% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,197 $1.27M 0.08% +499 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,193 $1.27M 0.2% +1,045 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,191 $1.26M <0.01% -15,164 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,186 $1.26M 0.32% -35 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,172 $1.26M 0.09% +606 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,164 $1.25M 0.35% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,162 $1.25M 0.39% -931 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,162 $1.25M 0.41% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,158 $1.25M 0.13% -19 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,145 $1.25M 0.4% +834 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,150 $1.25M 0.12% +373 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,140 $1.24M 1.24% -512 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,135 $1.24M 0.38% +455 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,134 $1.24M 0.16% -199 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,129 $1.24M 0.02% +101 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,113 $1.24M 0.48% -16 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,128 $1.24M 0.41% +624 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,128 $1.24M 0.69% +190 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,503 $1.24M 0.19% +1,521 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,120 $1.24M 1.1% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,112 $1.23M 0.25% +1,131 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,109 $1.23M 0.69% -1,051 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,108 $1.23M 0.15% +658 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,091 $1.22M 0.15% +1,063 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,085 $1.22M 0.19% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 3,085 $1.22M 1.02% 13F-HR Timeline American Trust More: the full row for American Trust 3,084 $1.22M 0.1% -296 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,079 $1.22M 0.41% +347 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,074 $1.22M 0.18% -25 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,070 $1.22M 0.65% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,068 $1.22M 0.17% -1,351 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 3,068 $1.22M 0.58% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,066 $1.22M 0.28% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,061 $1.21M <0.01% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,057 $1.21M 0.04% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,055 $1.21M 0.03% +327 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,049 $1.21M 0.01% -197 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,031 $1.2M 0.25% +243 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,031 $1.2M 0.43% +78 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,030 $1.2M 1.48% 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,025 $1.2M 0.04% +8 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,024 $1.2M 0.13% +112 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,023 $1.2M 0.07% 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,020 $1.2M 0.17% 0 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 3,018 $1.2M 1.27% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,017 $1.2M 0.22% -48 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,015 $1.19M 0.11% +370 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,013 $1.19M 0.66% -14,466 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,011 $1.19M 0.92% +1,798 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,356 $1.19M 0.3% 0 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,009 $1.19M 0.61% -153 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,001 $1.19M 0.02% -970 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 3,000 $1.19M 0.28% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $1.19M 0.31% -5,500 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 3,000 $1.19M 0.63% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $1.19M 0.93% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,994 $1.19M 0.06% +500 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,991 $1.19M 0.44% +280 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,982 $1.18M 0.16% +283 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,952 $1.18M 0.04% +1,156 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 2,970 $1.18M 1.04% 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,970 $1.18M 0.57% -125 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,966 $1.18M 0.25% -446 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,957 $1.17M 0.34% -1,012 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,948 $1.17M 0.08% +58 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,826 $1.17M 0.17% +791 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,946 $1.17M 0.13% -3,644 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,944 $1.17M 0.4% new 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 2,509 $1.17M 1.04% 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,936 $1.16M 0.99% +194 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,932 $1.16M 0.19% 0 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,930 $1.16M 0.11% -602 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,925 $1.16M 0.19% +78 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,925 $1.16M 0.3% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,927 $1.16M 0.75% -100 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,923 $1.16M 0.78% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,066 $1.16M 0.57% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,916 $1.16M 0.91% +58 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,902 $1.15M 0.08% -597 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,901 $1.15M 0.05% +194 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $1.15M 0.38% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,896 $1.15M 0.14% +1,393 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,892 $1.15M 0.13% -384 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,890 $1.15M 0.33% -17 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,889 $1.14M 0.4% +9 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,883 $1.14M 0.51% -24 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,790 $1.14M 0.04% +869 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,878 $1.14M 0.22% +1 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,865 $1.14M 0.32% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,863 $1.13M 0.23% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,847 $1.13M 0.08% +729 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,845 $1.13M 0.07% +144 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,845 $1.13M 0.3% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,843 $1.13M 0.06% +425 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 2,843 $1.13M 0.67% 13F-HR Timeline United Bank More: the full row for United Bank 2,841 $1.13M 0.38% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,837 $1.12M 0.34% +95 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,833 $1.12M 1.18% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,832 $1.12M 0.2% -54 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,828 $1.12M 0.31% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,827 $1.12M 0.07% +405 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,825 $1.12M 0.64% +5 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,823 $1.12M 0.03% -157 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,821 $1.12M 0.16% -1,990 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,814 $1.12M 0.27% +29 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,812 $1.11M 0.25% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,809 $1.11M 0.05% -354 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,808 $1.11M 0.63% +2 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,807 $1.11M 0.85% +121 13F-HR Timeline